+105.8%
DAL vs JD
-60.2%
+166.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.9% | -0.1% | +1.5% |
| 7D | +0.1% | -1.7% | +1.8% | +0.4% |
| 30D | -13.9% | -13.2% | -0.8% | -11.8% |
| 3M | +1.1% | -3.2% | +4.3% | +1.4% |
| 6M | +26.2% | +15.2% | +11.0% | +22.2% |
| YTD | +16.4% | +2.0% | +14.4% | +15.3% |
| 1Y | +33.9% | -5.4% | +39.2% | +34.0% |
| 3Y | +93.4% | -9.1% | +102.5% | +87.7% |
| All | +105.8% | -60.2% | +166.1% | +109.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded JD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling